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Salesforce

2,599 hedge funds and large institutions have $201B invested in Salesforce in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,227 increasing their positions, 956 reducing their positions, and 284 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,599
Holders Change
-143
Holders Change %
-5.22%
% of All Funds
37.8%
Holding in Top 10
77
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-42.54%
% of All Funds
1.12%
New
181
Increased
1,227
Reduced
956
Closed
284
Calls
$5.36B
Puts
$5.4B
Net Calls
-$37.9M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
1326
TRUE Private Wealth Advisors
Oregon
$1.52M +$9K +35 +0.6%
RCAG
1327
Rehmann Capital Advisory Group
Michigan
$1.52M +$56.6K +220 +4%
PPW
1328
Parcion Private Wealth
Washington
$1.51M +$144K +560 +11%
CAMV
1329
Concord Asset Management (Virginia)
Virginia
$1.51M -$24.7K -96 -2%
SFM
1330
Signet Financial Management
New Jersey
$1.51M -$6.69K -26 -0.4%
RCA
1331
Riverview Capital Advisers
Massachusetts
$1.5M -$12.1K -47 -0.8%
JCM
1332
Jacobi Capital Management
Pennsylvania
$1.5M -$149K -578 -9%
IIM
1333
Intact Investment Management
Quebec, Canada
$1.5M +$578K +2,250 +63%
RIA
1334
Realta Investment Advisors
Delaware
$1.49M +$379K +1,475 +34%
AFA
1335
AA Financial Advisors
Ohio
$1.49M -$56.3K -219 -4%
DA
1336
Doliver Advisors
Texas
$1.49M -$9K -35 -0.6%
CAWM
1337
Capital Advisors Wealth Management
Washington
$1.49M +$547K +2,127 +58%
GIP
1338
Granite Investment Partners
California
$1.48M -$2.29M -8,926 -61%
FFL
1339
Future Fund LLC
Illinois
$1.48M +$1.05M +4,113 +247%
CWG
1340
Crown Wealth Group
North Carolina
$1.48M +$1.15M +4,476 +353%
KCM
1341
KRS Capital Management
Michigan
$1.47M +$2.57K +10 +0.2%
LFA
1342
Legacy Financial Advisors
Kentucky
$1.47M -$29.3K -114 -2%
CT
1343
Chicago Trust
Illinois
$1.47M +$21.1K +82 +1%
OWP
1344
Obermeyer Wealth Partners
Colorado
$1.47M -$42.5M -165,423 -97%
LCM
1345
Lazari Capital Management
California
$1.46M +$62.2K +242 +4%
FAM
1346
Fred Alger Management
New York
$1.45M -$6.49M -25,224 -82%
CTFG
1347
Capstone Triton Financial Group
Oklahoma
$1.45M +$29.1K +113 +2%
QPW
1348
Quantum Private Wealth
Florida
$1.45M -$101K -394 -7%
LC
1349
Lindbrook Capital
California
$1.44M -$101K -393 -7%
1SB
1350
1ST Source Bank
Indiana
$1.43M +$385K +1,496 +37%